Concert Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$425K Sell
2017
Q1
$1.42M Buy
2016
Q4
$1.3M Sell
2016
Q3
$1.55M Sell
2016
Q2
$1.81M Sell
2016
Q1
$1.78M Buy
2015
Q4
$1.51M Buy
2015
Q3
$1.39M Sell
2015
Q2
$2.48M Sell
2015
Q1
$823K Buy
2014
Q4
$2.08M Sell
2014
Q3
$2.15M Sell
2014
Q2
$2.63M Buy
2014
Q1
$2.26M Sell
2013
Q4
$2.7M Buy
2013
Q3
$1.97M Buy
2013
Q2
$1.75M Buy